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Download Now for Customer Service Management for Customer Service Management
MP4 | Video: 720p | Duration: 59:47 | English | Subtitles: VTT | 125.5 MB is a leading support desk tool offered by Salesforce. This powerful tool automatically integrates with Salesforce, and offers functionality that can make it easier to stay organized-and, in turn, better assist your customers. is the preferred solution for small businesses seeking Salesforce software capabilities. In this course, join Christine Pereira as she explores how to use to manage customer service workflows. Christine helps you get started by explaining how to navigate She also reviews the metrics and data that are available in this tool. In addition, she demonstrates how to set up your help desk, use labels to sort cases, leverage automation for greater efficiency, and customize the look and feel of to match your brand. To wrap up, she discusses how to measure your success with data and business insights, and shares best practices for customer support.

Topics include:
Navigating Desk.comSetting up usersAdding social channelsCapturing data with custom fieldsConfiguring business rulesUsing macros to set rules and labelsManaging private access to your help deskMeasuring your success with data and business insights
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